See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,423 |
BRANIGAN3 years Service code 99 3000 KINGMAN ST STE 100 · METAIRIE, LA 70006 | Other Fees | $21,898 |
Service code 99 4227 CANAL STREET · NEW ORLEANS, LA 70119 | Other Fees | $6,850 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,799 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,003 | $28,109+53.0% | $71,086-39.5% | $56,287-23.6% |
| Participation rate | 78.8% | 40.4%+38.4pp | 54.7%+24.1pp | 69.9%+8.9pp |
| Annual return | -5.18% | -615.05%+609.9pp | 650.59%-655.8pp | -9.96%+4.8pp |
| Employer contribution / active EE | $546 | $558-2.0% | $1,088-49.8% | $2,111-74.1% |
| Participant deferral / active EE | $1,907 | $1,116+70.9% | $1,874+1.7% | $3,350-43.1% |
| Admin fee / account holder | $280 | $585-52.2% | $3,082-90.9% | $521-46.3% |